News & Insights / Automation

Accurate and timely data sharing between related records is critical for maintaining a reliable CRM system. HubSpot’s new Property Sync feature has been designed to address this need, enabling automatic …

In the ever-evolving landscape of CRM and automation tools, HubSpot has consistently been at the forefront of innovation, ensuring that businesses can streamline operations and improve efficiency. One of the …

In today's fast-paced digital world, every industry is looking for ways to leverage artificial intelligence (AI) to optimize their operations and enhance customer experiences. Whether you're a financial advisor or …

Goodwood Consulting and AdvizorPro today announced a strategic partnership bringing together Goodwood's expertise in marketing and sales technology automation with AdvizorPro's data and software integrations. Together, the two companies offer …

CRM users are frequently frustrated by seemingly simple searches that become far too complicated. All alliteration antics aside, we love solving for these daily challenges with automations that are easy …

Many of our clients run dual CRMs, both HubSpot and Salesforce, for various reasons. For example, HubSpot is typically the primary system for inbound and outbound marketing, while Salesforce may …

Investment management firms frequently create marketing materials that are approved for "Institutional Use Only" or "Financial Professional Use Only", and therefore typically only use these materials in one-on-one communications with …

The Goodwood Consulting team recently participated in the Ultimus Distribution Advantage webinar series, where we shared our insights and demonstrated the technology, tools and processes that we implement for our …